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US PRE-MARKET MOVERS: Semis, GM, DT, SHW, NUE, KO, AMT, CNC, UPS, GLW, SPOT

SourceNewsquawk
SectionUS Equities

ES -0.6% NQ -1.2% RTY -0.8%

  • OpenAI misses targets, stoking data centre spending concerns; NVDA -1.7% TSM -3.1% MU -3.5% INTC -4% AVGO -4.3% AMD -5.2% ORCL -7.7% Semi ETF SOXX -3.7%
  • GM +5.2%: Metrics topped, lifted FY EBIT view w/ midpoint of profit outlook also impressing
  • DT +4.8%: Starboard delivers letter to Co. & looks forward to continuing constructive engagement w/ mgmt. & board
  • SHW +3.6%: EPS & rev. beat
  • NUE +3.5%: EPS & rev. topped
  • KO +2.3%: Q report impresses
  • AMT +1.5%: Adj. EBITDA & rev. topped Wall St. exp.
  • CNC +1.6%: Top & bottom-line surpassed exp. alongside lifting FY guidance
  • UPS -3.2%: Q1 metric topped & reaffirmed FY outlook, but shares fall as profit fell ~28% Y/Y
  • GLW -8%: Next Q rev. guidance disappointed
  • SPOT -10.5%: Rev. light
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